Invitation | Getting Started

Customers subscribing to Cirrus Invitation will have the Invitation capability enabled for the customer’s organization. This is set by Cirrus Identity and customers should contact “support@cirrusidentity.com” if there is a belief it should be enabled. This can be verified by looking at the bottom of the “Organization” page on the “My Org” menu as follows:

Customers will often subscribe to one or more additional Cirrus Identity modules to support desired implementation patterns. In addition to enabling Invitation, Cirrus Identity Provider Proxy and Cirrus External Identity Provider instances may be provisioned, and some initial setup for Cirrus Gateway and/or Cirrus Account Linking may also take place.

The following are the steps needed to get started using Cirrus Invitation:

  1. Customers should consider the planning steps before starting. If help is needed, Cirrus Identity offers generally accepted practices, customer stories, and professional services to help.

  2. Depending on the target audience, Cirrus will provision other modules based on the customer’s subscription (or trial/PoC agreement). Modules such as Cirrus Gateway, Cirrus External Identity Provider, Cirrus Account Linking, and Cirrus External Identity Provider each have associated setup. See the “Getting Started” for each module as appropriate:

    1. Cirrus Gateway Getting Started

    2. Cirrus Account Linking Getting Started

    3. Cirrus Identity Provider Proxy Getting Started

    4. Cirrus External Identity Provider Getting Started

  3. If there is an identity provider or service provider that is needed by Invitation, but the metadata for the SP/IdP is not published to federation metadata (for example InCommon or eduGAIN), the metadata needs to be sent to Cirrus Identity Support (support@cirrusidentity.com) for configuration.

  4. A member of the organization needs to have access to the Cirrus Console and to be granted the “Organization Administrator” (org admin) role for your organization (see Cirrus Console Getting Started).

  5. The SP (or the SP side of a Cirrus Proxy) will need to be active in the Cirrus Console and have the Invitation capability enabled. If it has not already been configured, an org admin will create the SP in the Console so it can be configured. While configuring the SP, the option to allow the SP to use Invitation needs to be enabled.

  6. From the Cirrus Console, an org admin will configure the organization level Invitation settings found on the “My Orgs | Invitation Service” page:

    1. Configure the invitation time-to-live -- this can be overridden if Cirrus APIs are used to send invitations

    2. Configure the invitation duration -- this can be overridden if Cirrus APIs are used to send invitations

    3. Configure the organization wide email subject line -- this can be overridden if Cirrus APIs are used to send invitation (See Message Setup for more detail)

    4. Configure the organization wide invitation include -- generally accepted practice is to include the “INVITATION_LINK” here (See Message Setup for more detail)

    5. Enable domain blocking to prevent the sending and/or claiming of invitations from any email address associated with the organization’s domain.

  7. From the Cirrus Console, an org admin will configure the email settings found on the “My Orgs | Email Handler” page. By default, email sent from Invitation will be sent using Cirrus Identity mail infrastructure. Generally accepted practice is for customers to have email originate from the organization's email infrastructure. Customers control this capability from the “Email Handler” page.

  8. From the Cirrus Console, an admin will configure the Cirrus Gateway to enable social login capabilities (see Cirrus Gateway Getting Started). Generally Invitation is used with social login options, however that is not a requirement and can be skipped if the Cirrus External Identity Provider and/or federated identity providers will only be used.

  9. From the Cirrus Console, an admin will configure the Cirrus Discovery Service to enable the end user to select the identity provider (social login, Cirrus External IdP, and/or federated identity providers) for login (see Cirrus Discovery Getting Started).

  10. From the Cirrus Console, an admin will start the configuration by going to the “My SPs | Invitation Service” page for the desired SP and starting the configuration:

    1. Make sure to “Enable Invitations” if invitations will be used to control access. Most Invitation use cases will want this enabled and only in specific Cirrus Account Linking cases should this be disabled.

    2. Set basic attributes about the messages

    3. Establish how sponsors will be authorized to create invitations

    4. Define the required attributes

    5. Define the content of messages (See Message Setup for more detail)

    6. Set if non-social identity providers will be allowed -- this should be set if Cirrus External Identity Provider and/or federated identity providers will be allowed and should only be set if the SP is associated with a Cirrus Proxy

    7. Set if sponsors will be allowed to upload a file of end users to invite

    8. Set if expiration notices should go out individuals

  11. Change the configuration of SPs to trust the proper IdP, utilize the Cirrus Proxy if appropriate, and utilize the Cirrus Discovery Service as outlined by:

    1. Cirrus Discovery Getting Started

    2. Cirrus Gateway Getting Started

    3. Cirrus Identity Provider Proxy Getting Started

Once these steps are complete, you are ready to use Invitation. Invitation can be tested using the Invitation Service webform from the Cirrus Console. That same form can be used by properly authorized sponsors (See 10.3).

To monitor invitations, the Invitation Service menu has a “My Guests” page to present each sponsor the guests they sponsor. Administrators can see all pending and claimed invitations from the “My SPs | Pending Invitations” and “My SPs | Guests” pages respectively.